| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 13 | 31,634 | IVV, REET, STIP, EFA | 13F-HR | 5/15/2025 | 000161662825000003 |
| Q4 2024 | 11 | 273,791 | IVV, IEFA, AGG, STIP | 13F-HR | 2/14/2025 | 000161662825000002 |
| Q3 2024 | 36 | 208,196 | IVV, IEFA, AGG, STIP | 13F-HR | 11/13/2024 | 000161662824000006 |
| Q2 2024 | 41 | 199,450 | IVV, IEFA, AGG, STIP | 13F-HR | 8/14/2024 | 000161662824000004 |
| Q1 2024 | 41 | 201,015 | IVV, IEFA, AGG, STIP | 13F-HR | 5/15/2024 | 000161662824000002 |
| Q4 2023 | 42 | 193,049 | IVV, IEFA, AGG, STIP | 13F-HR | 2/14/2024 | 000161662824000001 |
| Q3 2023 | 10 | 180,028 | IVV, IEFA, AGG, STIP | 13F-HR | 11/14/2023 | 000095012323010549 |
| Q2 2023 | 9 | 188,675 | IVV, IEFA, AGG, STIP | 13F-HR | 8/14/2023 | 000095012323007790 |
| Q1 2023 | 9 | 186,778 | IVV, IEFA, AGG, STIP | 13F-HR | 5/15/2023 | 000095012323004984 |
| Q4 2022 | 11 | 183,135 | IVV, IEFA, AGG, STIP | 13F-HR | 2/14/2023 | 000095012323002370 |
| Q3 2022 | 11 | 174,684 | IVV, IEFA, AGG, STIP | 13F-HR | 11/14/2022 | 000095012322011926 |
| Q2 2022 | 11 | 191,101 | IVV, IEFA, AGG, STIP | 13F-HR | 8/15/2022 | 000095012322009191 |
| Q1 2022 | 10 | 223,807 | IVV, IEFA, AGG, STIP | 13F-HR | 5/16/2022 | 000095012322006184 |
| Q4 2021 | 14 | 260,933 | IVV, IEFA, AGG, STIP | 13F-HR | 2/14/2022 | 000095012322002753 |
| Q3 2021 | 9 | 37,556 | IEFA, IEMG, BNDX, ISTB | 13F-HR | 11/15/2021 | 000095012321015430 |
| Q2 2021 | 9 | 39,082 | IEFA, IEMG, BNDX, IGOV | 13F-HR | 8/16/2021 | 000095012321011242 |
| Q1 2021 | 23 | 105,844 | VOO, IEFA, IUSB, VEA | 13F-HR | 5/17/2021 | 000095012321006898 |
| Q4 2020 | 22 | 105,332 | VOO, IEFA, IUSB, VEA | 13F-HR | 2/16/2021 | 000095012321002544 |
| Q3 2020 | 24 | 98,344 | VOO, EFV, VEA, IUSB | 13F-HR | 11/16/2020 | 000095012320012024 |
| Q2 2020 | 24 | 95,131 | VOO, EFV, VEA, AGG | 13F-HR | 8/14/2020 | 000095012320008904 |
| Q1 2020 | 26 | 91,800 | VOO, EFV, IUSB, VEA | 13F-HR | 5/15/2020 | 000095012320005223 |
| Q4 2019 | 25 | 112,725 | VOO, EFV, IUSB, VEA | 13F-HR | 2/14/2020 | 000095012320002338 |
| Q3 2019 | 25 | 112,137 | VOO, EFV, IUSB, VEA | 13F-HR | 11/14/2019 | 000095012319011208 |
| Q2 2019 | 25 | 113,064 | VOO, EFV, IUSB, VEA | 13F-HR | 8/14/2019 | 000095012319008129 |
| Q1 2019 | 26 | 106,653 | VOO, AGG, VWO, VEA | 13F-HR | 5/15/2019 | 000095012319005262 |
| Q4 2018 | 26 | 94,861 | VOO, AGG, VWO, VEA | 13F-HR | 2/14/2019 | 000095012319002075 |
| Q3 2018 | 28 | 105,823 | VOO, AGG, VEA, IGSB | 13F-HR | 11/14/2018 | 000095012318011708 |
| Q2 2018 | 26 | 106,032 | VOO, AGG, VEA, VWO | 13F-HR | 8/14/2018 | 000095012318008719 |
| Q1 2018 | 25 | 107,146 | VOO, AGG, VEA, VWO | 13F-HR | 5/15/2018 | 000095012318005570 |
| Q4 2017 | 24 | 107,342 | VOO, AGG, VEA, VWO | 13F-HR | 2/14/2018 | 000095012318002266 |
| Q3 2017 | 24 | 112,872 | VOO, VEA, AGG, VCIT | 13F-HR | 11/14/2017 | 000095012317010841 |
| Q2 2017 | 22 | 115,309 | VOO, BNDX, AGG, HYG | 13F-HR | 8/14/2017 | 000095012317008039 |
| Q1 2017 | 21 | 126,687 | BND, VOO, AGG, BNDX | 13F-HR | 5/15/2017 | 000095012317005202 |
| Q4 2016 | 18 | 126,241 | AGG, VOO, BND, BNDX | 13F-HR | 2/14/2017 | 000095012317002217 |
| Q3 2016 | 17 | 115,442 | VOO, BND, BNDX, VCIT | 13F-HR | 11/14/2016 | 000095012316021884 |
| Q2 2016 | 19 | 114,485 | VOO, BNDX, BND, VCIT | 13F-HR | 8/15/2016 | 000095012316019917 |
| Q1 2016 | 20 | 196,743 | VOO, VEA, VCIT, BND | 13F-HR | 5/16/2016 | 000095012316017242 |
| Q4 2015 | 19 | 177,171 | VOO, VEA, VCIT, BND | 13F-HR | 2/16/2016 | 000095012316015139 |